0001085146-24-000399.txt : 20240123 0001085146-24-000399.hdr.sgml : 20240123 20240123135951 ACCESSION NUMBER: 0001085146-24-000399 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Envision Financial Planning, LLC CENTRAL INDEX KEY: 0001964460 ORGANIZATION NAME: IRS NUMBER: 843769147 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23419 FILM NUMBER: 24551947 BUSINESS ADDRESS: STREET 1: 5100 POPLAR AVENUE STREET 2: SUITE 2428 CITY: MEMPHIS STATE: TN ZIP: 38137 BUSINESS PHONE: 901-422-7526 MAIL ADDRESS: STREET 1: 5100 POPLAR AVENUE STREET 2: SUITE 2428 CITY: MEMPHIS STATE: TN ZIP: 38137 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001964460 XXXXXXXX 12-31-2023 12-31-2023 false Envision Financial Planning, LLC

5100 POPLAR AVENUE SUITE 2428 MEMPHIS TN 38137

13F HOLDINGS REPORT 028-23419 000321790 801-125874 N Clayton Chapman 901-422-7526 /s/Clayton Chapman Memphis TN 01-23-2024 0 30 114175873 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 BBG001S5N8V8 275404 1430 SH SOLE 0 0 1430 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 BBG015H8BXT5 313100 10493 SH SOLE 0 0 10493 DIMENSIONAL ETF TRUST EMERGING MKTS HI 25434V757 BBG017156DS5 219423 9049 SH SOLE 0 0 9049 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 539911 21425 SH SOLE 0 0 21425 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 8498701 352497 SH SOLE 0 0 352497 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 8597669 300198 SH SOLE 0 0 300198 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 490673 19219 SH SOLE 0 0 19219 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 2681647 104507 SH SOLE 0 0 104507 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 256541 5288 SH SOLE 0 0 5288 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 13985123 420605 SH SOLE 0 0 420605 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 8783939 169476 SH SOLE 0 0 169476 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 3263503 114069 SH SOLE 0 0 114069 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 BBG01BN5Z188 1721652 63647 SH SOLE 0 0 63647 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 4771446 80031 SH SOLE 0 0 80031 INVESCO EXCH TRD SLF IDX FD BULLETSHS 31 MUN 46138J411 BBG012JBHV75 3635348 167992 SH SOLE 0 0 167992 INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD 46138J445 BBG00X3HX973 3653399 162953 SH SOLE 0 0 162953 INVESCO EXCHNG TRAD SLF INDE BULLETSHS 32 MUN 46139W833 BBG01FP6V6X0 3385049 129894 SH SOLE 0 0 129894 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 202644 5192 SH SOLE 0 0 5192 ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJP02 255806 10690 SH SOLE 0 0 10690 ISHARES TR IBONDS DEC 2031 46436E486 BBG011HVQSJ9 11577423 557411 SH SOLE 0 0 557411 ISHARES TR IBONDS DEC 2033 46436E130 BBG01H4B2BK3 13865198 536371 SH SOLE 0 0 536371 ISHARES TR IBONDS DEC 25 46435U432 BBG00MJW33G3 1460223 55009 SH SOLE 0 0 55009 ISHARES TR IBONDS DEC 27 46435U283 BBG00NVC3ZF1 2307983 90812 SH SOLE 0 0 90812 ISHARES TR IBONDS DEC 28 46435U325 BBG00NX0QLT6 2931588 114560 SH SOLE 0 0 114560 ISHARES TR IBONDS DEC 29 46436E205 BBG00Q79F703 9521027 412702 SH SOLE 0 0 412702 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 2017355 18609 SH SOLE 0 0 18609 NUCOR CORP COM 670346105 BBG001S5TRV0 459381 2640 SH SOLE 0 0 2640 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 2086323 15298 SH SOLE 0 0 15298 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 1722941 7847 SH SOLE 0 0 7847 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 695453 2932 SH SOLE 0 0 2932